EP Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

EP Wealth Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.57M	Buy	14,383 +2,022	+16%	+$328K	0.01%	522
2026 Q1	$1.79M	Buy	12,361 +1,286	+12%	+$191K	0.01%	500
2025 Q4	$1.56M	Buy	+11,075	New	+$1.57M	0.01%	501
2025 Q2	$1.35M	Buy	10,181 +109	+1%	+$13.7K	0.01%	504
2025 Q1	$1.25M	Sell	10,072 -169	-2%	-$22.6K	0.01%	450
2024 Q4	$1.39M	Buy	10,241 +48	+0.5%	+$6.79K	0.01%	422
2024 Q3	$1.42M	Buy	10,193 +3,160	+45%	+$426K	0.01%	422
2024 Q2	$903K	Buy	7,033 +945	+16%	+$121K	0.01%	412
2024 Q1	$796K	Sell	6,088 -624	-9%	-$77.9K	0.01%	421
2023 Q4	$840K	Buy	6,712 +27	+0.4%	+$3.03K	0.01%	397
2023 Q3	$733K	Buy	6,685 +4,005	+149%	+$462K	0.01%	390
2023 Q2	$673K	Sell	2,680 -40,175	-94%	-$4.39M	0.01%	405
2023 Q1	$4.01M	Buy	42,855 +39,805	+1,305%	+$4.49M	0.07%	156
2022 Q4	$330K	Buy	+3,050	New	+$335K	0.01%	453
2022 Q3	–	Sell	-8,975	Closed	-$945K	–	467
2022 Q2	$945K	Buy	8,975 +5,922	+194%	+$671K	0.02%	266
2022 Q1	$382K	Buy	3,053 +148	+5%	+$18.7K	0.01%	439
2021 Q4	$403K	Sell	2,905 -246	-8%	-$33.5K	0.01%	401
2021 Q3	$410K	Buy	3,151 +440	+16%	+$58K	0.01%	370
2021 Q2	$360K	Sell	2,711 -52	-2%	-$6.77K	0.01%	403
2021 Q1	$354K	Buy	2,763 +82	+3%	+$10.4K	0.01%	379
2020 Q4	$306K	Sell	2,681 -141	-5%	-$14.4K	0.01%	341
2020 Q3	$249K	Hold	2,822	–	–	0.01%	314
2020 Q2	$240K	Buy	+2,822	New	+$220K	0.01%	338
2020 Q1	–	Sell	-3,016	Closed	-$291K	–	404
2019 Q4	$291K	Hold	3,016	–	–	0.01%	333
2019 Q3	$269K	Buy	3,016 +822	+37%	+$74.2K	0.01%	294
2019 Q2	$200K	Sell	2,194 -134	-6%	-$12K	0.01%	299
2019 Q1	$208K	Buy	+2,328	New	+$206K	0.02%	232
2018 Q4	–	Sell	-2,360	Closed	-$238K	–	281
2018 Q3	$238K	Sell	2,360 -18,476	-89%	-$1.86M	0.02%	248
2018 Q2	$633K	Buy	+20,836	New	+$1.91M	0.06%	104

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EP Wealth Advisors's IJT Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 16% in Q2 2026, buying an estimated $328K and bringing the position to 14,383 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #522.

EP Wealth Advisors first reported a position in IJT in Q2 2018 and has held it in 29 quarters since. The position peaked at $4.01M in Q1 2023. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

EP Wealth Advisors held 14,383 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.57M as of Q2 2026.
EP Wealth Advisors bought 2,022 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $328K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #522 holding.
EP Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and has held it in 29 quarters since.
EP Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.01M in Q1 2023.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.